Compassionate Mental Health Intake & Scheduling Pro

Winning Assistants LLC; México; Remote; MXN 152,000 - 202,000; Full time

Benefits offered by this job

HR & Contractor Support

VPN access (optional)

HIPAA training + certification

Top VA training program

US holidays access

PTO options

Access to templates and SOPs

Performance-based incentives

Job summary

Winning Assistants LLC is seeking a Client Scheduling & Intake Specialist to handle calls, match clients with therapists, and schedule initial appointments. The role requires handling confidential information with care and coordinating calendars across providers.

The candidate should have experience with behavioral health intake, be able to verify insurance, and use EHR and CRM tools. English proficiency is required, Spanish bilingual is preferred for this remote role.

Qualifications

• 1 year of experience handling client intake, appointment scheduling, lead generation, insurance verification, and client communication in behavioral health preferred.
• Spanish bilingual candidates preferred.
• Experience using SimplePractice EHR, Grasshopper VoIP, Go High Level (GHL), and TherapyFlow or similar tools preferred.

Responsibilities

• Respond to incoming calls from prospective clients seeking mental health services.
• Match clients with appropriate therapists based on availability, specialties, and client needs.
• Schedule initial therapy appointments and coordinate therapist calendars.
• Manage appointment availability, rescheduling requests, and intake scheduling workflows.
• Verify insurance eligibility and benefits as needed and assist with insurance questions.
• Enter and maintain client records in practice management software and ensure confidentiality.

Skills

Customer service

Spanish bilingual

English communication

EHR software

Tools

SimplePractice EHR

Grasshopper VoIP

Go High Level

TherapyFlow

Job description

Winning Assistants LLC is seeking a Client Scheduling & Intake Specialist to handle calls, match clients with therapists, and schedule initial appointments. The role requires handling confidential information with care and coordinating calendars across providers.

The candidate should have experience with behavioral health intake, be able to verify insurance, and use EHR and CRM tools. English proficiency is required, Spanish bilingual is preferred for this remote role.